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Rockwell Automation
ROK

Overview Fund Activity

1,148 hedge funds and large institutions have $24.1B invested in Rockwell Automation in 2024 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 371 increasing their positions, 434 reducing their positions, and 91 closing their positions.

Holders
1,148
Holders Change
+3
Holders Change %
+0.26%
% of All Funds
16.61%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
108
Increased
371
Reduced
434
Closed
91
Calls
$113M
Puts
$113M
Net Calls
+$380K
Net Calls Change
+$44.1M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.79B
2
Citadel Advisors
2
Citadel Advisors
Florida
$132M
3
Charles Schwab
3
Charles Schwab
California
$418M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$684M
5
Invesco
5
Invesco
Georgia
$366M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$153M
3
Amundi
3
Amundi
France
$437M
4
IP
4
Interval Partners
New York
$0
5
BMSSC
5
B. Metzler seel. Sohn & Co
Germany
$4.97M
Name Market Value Shares Shares
Change 		Shares
Change %
SM
1176
Sciencast Management
New Jersey
– – -3,036 Closed
PAMP
1177
Polar Asset Management Partners
Ontario, Canada
– – -2,300 Closed
HW
1178
Hancock Whitney
Mississippi
– – -1,763 Closed
Nomura Holdings
1179
Nomura Holdings
Japan
– – -1,647 Closed
GCP
1180
Garda Capital Partners
Minnesota
– – -1,628 Closed
AWM
1181
Avitas Wealth Management
California
– – -1,529 Closed
SP
1182
Symmetry Partners
Connecticut
– – -1,394 Closed
JFG
1183
Jefferies Financial Group
New York
– – -1,286 Closed
EP
1184
Edgestream Partners
New Jersey
– – -1,270 Closed
FHB
1185
First Hawaiian Bank
Hawaii
– – -1,204 Closed
PIN
1186
Prudent Investors Network
California
– – -1,203 Closed
CGA
1187
Crescent Grove Advisors
Illinois
– – -1,171 Closed
HA
1188
Harfst & Associates
Wyoming
– – -1,144 Closed
CWM
1189
Centric Wealth Management
Illinois
– – -1,110 Closed
TC
1190
TradeLink Capital
Illinois
– – -1,100 Closed
FA
1191
Fiducient Advisors
Illinois
– – -1,088 Closed
RJT
1192
Raymond James Trust
Florida
– – -1,085 Closed
MM
1193
MQS Management
New York
– – -1,057 Closed
MOS
1194
MGO One Seven
Ohio
– – -1,024 Closed
BW
1195
Bison Wealth
Georgia
– – -1,022 Closed
BOH
1196
Bank of Hawaii
Hawaii
– – -1,000 Closed
BWM
1197
BNC Wealth Management
Oregon
– – -983 Closed
ONB
1198
Old National Bancorp
Indiana
– – -970 Closed
FMWA
1199
Forvis Mazars Wealth Advisors
Missouri
– – -967 Closed
KPWS
1200
Kestra Private Wealth Services
Texas
– – -961 Closed
46 47
48
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